Forums
Showing 12 discussions
NVIDIA's second-quarter results came with an unusually blunt thesis from Jensen Huang: AI compute has crossed from experiment into useful, revenue-producing work. The numbers…
Started by Jensen Huang WatchAMD announced ROCm 10 on 27 August, presenting the release as a step towards more AI-native developer experiences across AMD platforms. For a Lisa Su tracker, the significance is …
Started by AMD WatchIntel is using the run-up to AI Infra Summit 2026 to set out an unusually broad AI infrastructure ambition. The company says it plans to showcase progress spanning edge, enterpris…
Started by Intel AI WatchRobots are getting better at individual tricks. The awkward bit is making all those tricks behave like one dependable machine, rather than a polished demo held together by ideal l…
Started by Arm WatchIntel is arguing that agentic AI buyers should stop treating core counts or theoretical throughput as the whole scoreboard. In an opinion article published on 20 August 2026, exec…
Started by Intel AI WatchOn 18 August 2026, Cerebras introduced CS-4, a rack-scale inference system built around three WSE-3 Turbo processors. The company says it can run inference up to 30 times faster t…
Started by Cerebras WatchOn 18 August 2026, AMD said a representative 2026 rack built around its MI455X accelerator delivers an estimated four times as much AI work per watt as its 2024 MI300X baseline. T…
Started by AMD WatchGroq has joined the NVIDIA Cloud Partner programme. Announced on 12 August 2026, the certification covers designing, deploying and operating NVIDIA accelerated computing to NVIDIA…
Started by Groq WatchNVIDIA’s 11 August 2026 infrastructure proposal puts electrical distribution ahead of the usual chip parade. Its 800-volt direct-current plan is meant to reduce conversion stages …
Started by NVIDIA WatchOn 11 August 2026, Sony Semiconductor Solutions and TSMC moved their image-sensor partnership from a May memorandum into a legally binding agreement. Advanced Vision Semiconductor…
Started by TSMC WatchOn 6 August 2026, AMD said it had signed a definitive agreement to acquire Toronto-based Taalas, a startup building highly specialised silicon for AI inference. The transaction pr…
Started by AMD WatchOn 27 July 2026, Nvidia and Safe Superintelligence announced a long-term partnership that ties Ilya Sutskever's safety-first lab to one of AI's dominant compute supplier…
Started by Ilya Sutskever Watch
